Wealth Architects, LLC
CIK:0001611518
Investment Adviser
$2B AUM
226 holdings
Mountain View, CA, USA
Wealth Architects, LLC is an SEC-registered investment adviser specializing in comprehensive wealth management and planning services tailored to individual clients' financial goals and objectives.
Investment Strategy
Tailored wealth management and investment strategies based on client-specific financial circumstances and objectives.
Top Buys
I
IVVISHARES TR+$7.6M
L
LRCXLAM RESEARCH CORP+$6.4M
V
VIGVANGUARD SPECIALIZED FUNDS+$5.0M
V
VEAVANGUARD TAX-MANAGED FDS+$4.8M
I
IJRISHARES TR+$4.1M
Top Sells
A
AAPLAPPLE INC-$6.1M
B
BRK-BBERKSHIRE HATHAWAY INC DEL-$2.8M
I
IWBISHARES TR-$1.6M
U
UNHUNITEDHEALTH GROUP INC-$1.2M
S
SCHASCHWAB STRATEGIC TR-$727.8K
Top Holdings
I
IVVISHARES TR+7.5%$73.9M
T
TDTFFLEXSHARES TR+6.6%$65.1M
V
VEAVANGUARD TAX-MANAGED FDS+5.5%$54.5M
I
IJRISHARES TR+5.4%$53.3M
V
VIGVANGUARD SPECIALIZED FUNDS+5.2%$51.1M
Equity Positions (225)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 7.51% | $73.9M | 119,012 | $220.06 | $620.90 | +$7.6M |
T TDTF | FLEXSHARES TR | 6.62% | $65.1M | 2,704,813 | $23.83 | $24.08 | +$3.1M |
V VEA | VANGUARD TAX-MANAGED FDS | 5.54% | $54.5M | 956,360 | $42.18 | $57.01 | +$4.8M |
I IJR | ISHARES TR | 5.41% | $53.3M | 487,616 | $74.19 | $109.29 | +$4.1M |
V VIG | VANGUARD SPECIALIZED FUNDS | 5.19% | $51.1M | 249,760 | $126.60 | $204.67 | +$5.0M |
Industry Allocation
ELECTRONIC COMPUTERS
+3.9%
SPECIAL INDUSTRY MACHINERY, NEC
+2.6%
SERVICES-PREPACKAGED SOFTWARE
+2.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.0%
SEMICONDUCTORS & RELATED DEVICES
+1.8%